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Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
Nine in 10 advisors now allocate to alternative investments and nearly half of respondents dedicate more than 10% of client portfolios, with demand growing from non-accredited clients.
Everything Everywhere All At Once – Now Tokenized
These assets can also be bought, traded, and sold between investors on blockchain platforms.
In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc. — a nontraded REIT — bested its share Class I distribution rate by .09% over the three preceding quarters. What was its Q3 2025 share Class I distribution rate?
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Inland’s Dan Wagner Honored with 1031 Advocacy Award by The Federation of Exchange Accommodators
In his capacity as Senior Vice President – Government Relations, Mr. Wagner serves on numerous real estate industry and governmental boards and committees.
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Recent News
Five Questions with Erin Botsford: Allocating to Alts
In this Q&A, Erin Botsford, Founder and CEO of The Advisor Authority and a Barron’s Top 100 advisor and author, shares her insight and expertise on how advisors can best...
Why wealth advisors should care about the future of federal tax policy
Manal Ali | InvestmentNews For wealth advisors, staying informed on the rapidly changing federal tax policies isn’t just about compliance—it’s about protecting and growing...
With Blackstone as Bellwether, Q3 Data Signal Confidence Returning to NTR Industry
Note: This story was first published by Advisorpedia.com on January 23, 2025. Johnathan Rickman | Blue Vault While the nontraded REIT (NTR) industry continues to contend...
Blue Vault Recently Published New Interval Fund and Tender Offer Fund Reports
Blue Vault recently published Individual Performance Pages (IPPs) for these Interval Funds and Tender Offer Funds: Interval Funds ACAP Strategic Fund 2024-09-30 Alternative...
‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Johnathan Rickman | Blue Vault It’s not always easy for wealth advisors to stay on top of market trends and movements. Not only do you have to be a bit wonky to keep up, but...
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Helix, the innovative generative AI assistant revolutionizing private market investing, and Blue Vault Partners, a leading provider of alternative investment performance...
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Blue Vault Publishes New Interval Fund Individual Pages
Blue Vault Publishes New Interval Fund Individual Pages The following Interval Fund Individual Performance Pages were published and are now available to Blue Vault research subscribers: -Angel Oak Strategic Credit Fund July 31, 2022 -City National Rochdale Select...
Advisor, Fred Hubler: BV Summit 2023 Highly Recommended
In this clip, advisor, Fred Hubler (Creative Capital Wealth Management Group) explains how Summit has helped his firm grow through the years & why he highly recommends…
TradeBacked: How Standardized Bar Codes Can Make Supply Chains More Transparent
Greater use of bar codes can make global supply chains more robust and enhance the ability to verify social and…
TradeBacked: Transparency Will Make Global Trade and Supply Chains More Resilient, Socially Responsible
We need to know more about who is involved and what is going on at all points in the supply chain process. Digitalization is key to…
Recent Performance of a Nontraded REIT’s NAV vs. Listed REITs
Recent Performance of a Nontraded REIT’s NAV vs. Listed REITs November 10, 2022 | James Sprow | Blue Vault One of the advantages of nontraded REIT investments is the lower volatility of valuations compared to listed REITs. The market value of listed REITs as indicated...
ExchangeRight DST Achieves 129.54 to 137.89 Percent Total Returns Including Return of Capital
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has brought…
Prospect Capital Announces September 2022 Results: $0.22 per Common Share Basic Net Investment Income and Stable Monthly $0.06 per Common Share Distributions
Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) today announced financial results for our fiscal quarter ended…
Historical Real Estate Performance Before, During, and After U.S. Recessions
After experiencing two consecutive quarters of negative growth in the first half of 2022, U.S. real GDP grew by 2.6% in the third quarter…
Alternative Investments: Why Now is the Time
Alternative Investments: Why Now is the Time November 9, 2022 | Marketing Intent As market volatility persists, alternative investments have been the subject of increased news coverage and surveys, with headlines ranging from surging alts demand by financial advisors...
Gladstone Land Corporation Files for Public Offering of 5.00% Series E Cumulative Redeemable Preferred Stock
Gladstone Land Corporation (Nasdaq:LAND) (the “Company”) today announced that it has filed a new prospectus supplement with the U.S. Securities…
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